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Capturing and presenting data
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Module
Capturing and presenting data
3 Topics
45 mins
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Define fields to capture user input and present data to users. Add fields to Views to define and tailor the user interface (UI) for each Step of the...
Cascading approvals
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Module
Cascading approvals
1 Topic
20 mins
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Model a series of approvals using cascading approvals in Pega Platform™. To receive approval from people on different levels of the organizational...
Case Life Cycle design for Business Architects
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Module
Case Life Cycle design for Business Architects
6 Topics
1 hr 15 mins
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As a Pega Business Architect, understanding how you transform business process with Pega Platform™ applications begins with designing the Case Life...
Case Management
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Module
Case Management
11 Topics
1 hr 35 mins
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Learn about Pega’s Case Management capability that allows you to create applications using a business process like interface.
Collaboration with users
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Module
Collaboration with users
1 Topic
20 mins
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Complete your Microjourney® faster by using the Pulse and Tags widgets to interact with other application users.
Completing work on time
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Module
Completing work on time
2 Topics
25 mins
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Set goals and deadlines on Steps, Processes, Stages, and entire Cases to enforce the timely completion of work.
Conduct usability testing
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Module
Conduct usability testing
3 Topics
20 mins
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Usability testing is a method for determining how easy an application is to use by testing the application with real users in a controlled setting...
Configuring a dashboard
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Module
Configuring a dashboard
1 Topic
15 mins
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Configure the content and organization of a user dashboard to provide easy access to the information that business users need to know.
Configuring a form View
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Module
Configuring a form View
1 Topic
15 mins
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Explore how you can configure form Views. Learn how to configure form layouts and instructional text.
Configuring common phrases for agents
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Module
Configuring common phrases for agents
1 Topic
10 mins
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Learn how to provide customer service agents with a set of common phrases so that, in any text-based channel, the agents can insert preapproved...